Salesforce Campaigns

To use a Campaign you’ve already created in your Salesforce account click the From Campaigns link. This will take you to a page where you can select or create a new VR list and you’ll see your Salesforce Campaigns. In order to send an email through your VR account you’ll need to add recipients to lists in your VR account, including any from Salesforce. This page will make it easy to get the right email to the right readers, just follow these steps.

First:

Select the list you want your Campaign Leads/Contacts to go to in VR. You can add them to any list in your account, or you can create a new list as well. If you want to be able to track how a specific list is doing you’ll want to create a new list, though you’ll also see how it’s doing in Salesforce. If you choose to create a new list you’ll need to give it a name, something that will let you know what the list is for or where it came from.

Then choose one, or more, Salesforce Campaigns for your list. You can click on the Campaign name or View Contacts to make sure you have the right one. These links will take you to right to the Campaign in Salesforce.

Once you have a list and Campaign(s) selected click Create Contacts in VR to create the list now, or select Schedule to Create Contacts in VR when the Global Sync runs.

Salesforce Reports

To use a Report you’ve already created in Salesforce click the From Reports link. This will take you to a page where you can select or create a new VR list and you’ll see your Salesforce Reports. In order to send an email through your VR account you’ll need to add recipients to lists in your VR account, including any from Salesforce. This page will make it easy to get the right email to the right readers, just follow these steps.

First:

Select the list you want your Report Leads/Contacts to go to in VR. You can add them to any list in your account, or you can create a new list as well. If you want to be able to track how a specific list is doing you’ll want to create a new list, though you’ll also see how it’s doing in Salesforce. If you choose to create a new list you’ll need to give it a name, something that will let you know what the list is for or where it came from.

Then choose one, or more, Salesforce Reports for your list. You can click on the Report name or View Contacts to make sure you have the right one. These links will take you to right to the Report in Salesforce. Click Update Contacts to run the Report and get the latest records.

Once you have a list and Campaign(s) selected click Create Contacts in VR to create the list now, or select Schedule to Create Contacts in VR when the Global Sync runs.

Please note that in order for your reports to be available in VR for us, it must be located under the "Unified Public Report" folder in your Salesforce account.

Add VR Contact Records to Salesforce

You can also sync your VR lists to Salesforce from here. This is the same as the step you did when you set up your account on the VR Settings page. For more information on creating and using lists in VerticalResponse, check out our helpcenter.

First, decide if you want the records from your VerticalResponse account to be sent to Salesforce as Contacts or Leads. Generally if you have a relationship with the person or they’ve made a purchase or donation, they’ll be a Contact. If they’ve recently signed up to get emails from you but they haven’t done anything else with your company or organization, they’ll be a lead.

Then choose how the data from your Contacts in VR are updated to Salesforce. If the Contact already exists in Salesforce you choose to update anything new to that Contact, or you can instead create a new Lead.

You can always change any of this information if you need to.

The last step is to choose lists from your VR account to sync to Salesforce. This means whenever you have new Contacts added in VR the data will be sent to Salesforce. You’ll see all the lists from your account on the left side of the page. To include the list to be synced click the name in the column on the left and click the right arrow to move to the column on the right. You can choose as many lists as you want to update to Salesforce. Your Sign up form lists are an example of the lists you’ll want to make sure get synced, and lists you use regularly.

If you select a list you don’t want to sync, click the name in the column on the right and then click the left arrow to move it back. This can all be changed any time you need it to be changed.

When everything here looks good, click Done to save your changes.

Lists

All the lists from your VR account will be listed here, but only the ones with a check mark in the SF Sync box will have the contacts synced with Salesforce. This is the information you’ll find under Lists:

Name of List - this is what it’s named in your VR account

Size of List - number of addresses on list

Reach of List - number of mailable addresses on list (bounces and unsubscribes will make it smaller than Size)

SF Sync - Check the box next to the list to automatically keep it synced with Salesforce

Date of Creation

Date of last email sent using this list

Actions that can be taken on the specific message

Edit list - allows you to check, or uncheck, SF Sync box for that specific list

Sync Now - sync only that one list with Salesforce

Salesforce Campaigns and Reports

Use your Salesforce Campaigns and Reports as mailing lists for your VR emails. This section will show only Campaigns or Reports that are scheduled to be synced, it’s possible there will be nothing listed here. To select and use Campaigns or Reports as a mailing list, go to the VR Contacts tab.